SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.83B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,005
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$98.4M
3
+$60.9M
4
AMZN icon
Amazon
AMZN
+$60.7M
5
CZR icon
Caesars Entertainment
CZR
+$59.8M

Top Sells

1
+$20.5M
2
+$14.1M
3
+$9.89M
4
MSM icon
MSC Industrial Direct
MSM
+$7.43M
5
MRK icon
Merck
MRK
+$7.07M

Sector Composition

1 Consumer Discretionary 8.63%
2 Technology 8.48%
3 Financials 5.06%
4 Communication Services 4.03%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$87.2K ﹤0.01%
400
-22
927
$86.7K ﹤0.01%
10,054
+12
928
$84.6K ﹤0.01%
12,062
+23
929
$83.2K ﹤0.01%
36,835
-7,905
930
$82.4K ﹤0.01%
15,030
+991
931
$82K ﹤0.01%
20,347
+1,592
932
$78.6K ﹤0.01%
+2,071
933
$77.5K ﹤0.01%
22,393
+6,299
934
$76.6K ﹤0.01%
+10,421
935
$75.5K ﹤0.01%
1,096
-368
936
$75K ﹤0.01%
+83,333
937
$75K ﹤0.01%
+14,615
938
$71.5K ﹤0.01%
+10,823
939
$71K ﹤0.01%
+64,000
940
$70.2K ﹤0.01%
58,500
941
$68.9K ﹤0.01%
+10,457
942
$63.5K ﹤0.01%
15,053
+3,993
943
$54.4K ﹤0.01%
11,989
-8,489
944
$49.8K ﹤0.01%
+23,160
945
$49.2K ﹤0.01%
205,150
+155,625
946
$49.2K ﹤0.01%
56,516
947
$45.4K ﹤0.01%
6,396
-3,604
948
$44.4K ﹤0.01%
+2,100
949
$42.6K ﹤0.01%
10,000
950
$42.4K ﹤0.01%
561
-153
36 37
38
39 40